Beste Digital Planning podcaster (2024)

1
Estate Planning and the Corporate Transparency Act 50:16

4M ago50:16

50:16

On this episode of the Digital Planning Podcast, Jen Zegel, Justin Brown, and Ross Bruch dive into the intricacies of the Corporate Transparency Act (CTA) with special guest, corporate and finance attorney, Ashleigh Taylor, of Kleinbard LLC. The conversation breaks down the key aspects of this groundbreaking legislation, designed to enhance corpora…

1
Planning for Influencers 32:08

9M ago32:08

32:08

Join Justin Brown, Jen Zegel, and Ross Bruch as they delve into the digital world of influencer planning on the latest episode of the Digital Planning Podcast, featuring the esteemed Laura Giles of Ballard Spahr. Tune in to gain valuable insights and learn more about estate and business planning for influencers. #digitalplanning #influencers…

1
AI Developments - Planning & Practice Considerations 43:11

11M ago43:11

43:11

In this episode of the Digital Planning podcast, Jennifer Zegel, Justin Brown, and Ross Bruch discuss developments and policy considerations with the use of AI in the practice of law. The trio also examines estate planning nuances and post-mortem privacy concerns, addressing the emergence of ghost bots and personal generative AI avatars.…

1
When Cyber Attacks Hit Home 57:36

1y ago57:36

57:36

Cyber security impacts everyone who has a computer, tablet, mobile device, or on-line presence. With cyber-attacks occurring every day, we are all potential targets who should constantly be monitoring our cyber behaviors. In this episode, Jen Zegel, Ross Bruch, and Justin Brown speak with Kris Coleman of Red Five Security to discuss our cyber secur…

1
Exploring DAOs 35:33

1+ y ago35:33

35:33

In this episode of the digital planning podcast Jen Zegel, Justin Brown, and Ross Bruch discuss planning considerations for decentralized autonomous organizations (DAO’s).Av Ballard Spahr LLP

1
Understanding Biometrics and the Impact on Estate Planning 38:28

1+ y ago38:28

38:28

As the use of biometric information and identifiers becomes more commonplace in our everyday lives, privacy and consumer protections laws throughout the United States limit the ability to gather and use such information. In this episode, Jen Zegel, Ross Bruch, and Justin Brown explore some of the issues surrounding biometric information and biometr…

1
ChatGPT and the Legal Realm 39:49

2y ago39:49

39:49

In this episode of the Digital Planning Podcast, Jen Zegel, Justin Brown, and Ross Bruch dive into the fascinating world of ChatGPT, an artificial intelligence language model that has taken the world by storm. We explore some real world applications, risks, and ethical concerns surrounding the technology and discuss what is on everyone’s mind in th…

1
Family Office Technology Solutions 32:10

2y ago32:10

32:10

In this episode, Jen Zegel, Justin Brown, and Ross Bruch discuss how technology can be both a burden and a useful resource for the modern family office, with special guest Chris Dickson of EY Family Office Advisory Services. We also cover pressing issues and best practices that every family office manager, founder, and beneficiary should know.…

1
NFT Scams 40:23

2y ago40:23

40:23

There has been much talk about fraud with digital assets. In this episode, Ross Bruch, Jen Zegel, and Justin Brown discuss some of the more common NFT scams. From “rug pulls” to “artificial inflation scams”, NFT owners must be aware of all of the different tactics that fraudsters are implementing on NFTs.…

1
The Uniform Electronic Estate Planning Documents Act 38:55

2y ago38:55

38:55

In this episode of the Digital Planning Podcast, Jen Zegel, Ross Bruch, and Justin Brown welcome Suzanne Brown Walsh and Professor Gerry Beyer to discuss the newly drafted Uniform Electronic Estate Planning Documents Act or “UEEPDA”.Av Ballard Spahr LLP

1
What is The Metaverse? 29:45

2y ago29:45

29:45

In this episode of the Digital Planning Podcast, Jen, Ross, and Justin have a roundtable discussion about the metaverse and estate planning considerations and issues for planning in a virtual world.Av Ballard Spahr LLP

1
QuadrigaCX and the Estate of Gerald Cotten 39:06

3y ago39:06

39:06

In this episode of Digital Planning Podcast, hosts Jennifer Zegel, Ross Bruch, and Justin Brown welcomed Sheona McDonald, an accomplished filmmaker, who discussed her recently released documentary Dead Man's Switch: A Crypto Mystery, now available on Discovery Plus. The documentary chronicles the investigation post-collapse of Canada's largest cryp…

1
Corporate Fiduciaries Holding Cryptocurrency 36:21

3y ago36:21

36:21

In our first episode of 2022, Jen, Ross, and Justin speak with Joel Revill, CEO of Two Ocean Trust in Jackson Hole, WY. Two Ocean Trust is the first financial institution in the U.S. to offer a comprehensive and frictionless digital asset wealth management platform for private clients and advisors. Listen as Joel discusses the unique challenges fac…

1
What You Need to Know About NFTs 33:33

3y ago33:33

33:33

What are NFTs (non-fungible tokens)? What is all the media hype? What do you need to know about NFTs from an estate planning perspective? In this episode of the Digital Planning Podcast, Jen, Ross, and Justin have a roundtable discussion about NFTs, and the issues and planning challenges raised by the technology.…

1
Certifying Digital Court Records 38:59

3y ago38:59

38:59

For hundreds of years, raised seals have authenticated official government documents of all varieties. But what is the electronic equivalent? How can government bodies certify an official document in the digital age? In this episode, the team speaks with Triedata Founder and CEO Raghunath Menon, who created a fully automated online digital certific…

1
Interview with Ayesha Minhaj, Google 40:03

3y ago40:03

40:03

Accessing and transferring data and personal information in a deceased user’s online account can raise a number of legal and practical issues for family members. Google has emerged as a leader in the utilization of its Inactive Account Manager online tool to help mitigate these issues in advance. In this episode, Jen, Ross, and Justin talk to Googl…

1
Interview with Cody Barbo 46:10

3+ y ago46:10

46:10

In this episode, Jen, Ross, and Justin interview Trust & Will Founder/CEO Cody Barbo on Trust & Will’s solution to estate planning, along with the future of electronic wills. For comments, questions, or suggestions, email us at digitalplanningpodcast@gmail.com.

1
Interview with Lisa Grayson 35:23

3+ y ago35:23

35:23

The pandemic has changed life in so many ways, including forever changing the probate process. In this episode, Jen, Ross, and Justin welcome Register of Wills of Cumberland County, Pennsylvania Lisa Grayson to discuss probate during and after COVID-19 and how the pandemic has accelerated the discussion on electronic wills.…

1
Digital Identity Discussion 46:31

3+ y ago46:31

46:31

In this episode, Jen, Ross, and Justin speak with Ed Zabar, founder and CEO of Verify-y, to discuss digital identity and his solution to identity and credential verification. For comments, questions, or suggestions, email us at digitalplanningpodcast@gmail.com.

1
Interview with Pamela Morgan Part Two 31:03

4y ago31:03

31:03

Please join Jen, Ross, and Justin as we continue our discussion with Pamela Morgan and explore the intersection of cryptocurrency, estate planning, crypto-security, and the taxation of cryptocurrency. Pamela is founder of both Empowered Law and Third Key Solutions, LLC, a key consulting firm that works with individuals and organizations to improve …

1
Interview with Pamela Morgan Part One 47:09

4y ago47:09

47:09

Please join Jen, Ross, and Justin as we speak with Pamela Morgan to discuss the intersection of cryptocurrency, estate planning, crypto-security, and the taxation of cryptocurrency. Pamela is founder of both Empowered Law and Third Key Solutions, LLC, a key consulting firm that works with individuals and organizations to improve the security of the…

1
The State of Digital Assets 40:06

4y ago40:06

40:06

In our first episode of Season 3, we welcome back Sharon Hartung, author of Your Digital Undertaker, to discuss the state of digital assets. Sharon also provides an update to the saga with the Canadian Cryptocurrency Exchange QuadrigaCX connected with the death of Gerald Cotton, and how this story serves as an example for the need for businesses to…

1
Interview with Kimberley Martin 52:49

4y ago52:49

52:49

In this episode, Jen, Ross, and Justin chat with Kimberley Martin, a Director at the law firm of Worrall Moss Martin located in Tasmania, Australia about the global evolution of electronic wills, various jurisdictional treatment of electronic wills, and the impact of COVID-19 on estate planning. For comments, questions, or suggestions, e-mail us at…

1
Interview with Patrick Hromisin 43:27

4y ago43:27

43:27

In this episode Jen, Justin, and Ross speak with cybersecurity and privacy law attorney Patrick Hromisin and explore the California Consumer Privacy Act and its impact on consumers nationwide.

1
Interview with Leeza Garber - Remote Voting 32:47

4+ y ago32:47

32:47

Jen, Ross and Justin continue the conversation with cybersecurity attorney and privacy specialist, Leeza Garber, on the timely topic of remote voting as elections in November draw near.

1
Interview with Leeza Garber 20:51

4+ y ago20:51

20:51

Jen, Ross and Justin speak with cybersecurity and privacy expert, Leeza Garber, to discuss security issues in light of the pandemic and our increasingly digital world.

1
Legislation Discussion with PA State Senator Tom Killion 30:11

4+ y ago30:11

30:11

Pennsylvania became the latest state to adapt RUFADAA when Governor Wolf signed Senate Bill 320 into law on July 23. In the first episode of Season 2, Jen, Ross, and Justin welcomed Pennsylvania State Senator Tom Killion and Fred Cabell to discuss Pennsylvania’s version of the Revised Uniform Fiduciary Access to Digital Assets Act. We wanted to rep…

1
Funerals360 43:10

4+ y ago43:10

43:10

Jen, Ross, and Justin speak with Rachel Zeldin, founder of Funerals360, an end-to-end funeral planning platform, to discuss the emerging death care industry in a digital age.

1
Inheritance Data 55:13

4+ y ago55:13

55:13

Jen, Ross, and Justin speak with Bruce Cane, founder of Inheritance Data, an asset searching platform in the United Kingdom designed to discover a decedent’s financial history in financial institutions during an estate administration. For comments, questions, or suggestions, email us at digitalplanningpodcast@gmail.com.…

1
Digital Issues for Individuals Working At Home 36:53

4+ y ago36:53

36:53

The COVID-19 pandemic has created a minefield of digital issues for individuals now working at home. In this episode, Hope Comisky, General Counsel at Pepper Hamilton LLP, joins Jen, Ross, and Justin to discuss the ethical issues that everyone should be aware of in the new era of working remotely. For comments, questions, or suggestions, email us a…

1
Remote Online Notarization – Part Two 20:56

4+ y ago20:56

20:56

In Part 2 of our two part series, Jen, Ross, and Justin continue their discussion with Karen Fahrner to discuss the sudden rise of remote online notarization in the wake of COVID-19. For comments, questions, or suggestions, email us at digitalplanningpodcast@gmail.com.

1
Remote Online Notarization – Part One 32:25

4+ y ago32:25

32:25

In part one of our two-part series, Jen, Ross, and Justin speak with Karen Fahrner to discuss remote online notarization in the wake of COVID-19. For comments, questions, or suggestions, email us at digitalplanningpodcast@gmail.com.

1
Administering Estates With Digital Assets 46:34

5y ago46:34

46:34

Jen, Ross, and Justin talk with Lee Poskanzer, CEO of Directive Communications Systems, to discuss innovative solutions to administering estates with digital assets. For comments, questions, or suggestions, e-mail us at digitalplanningpodcast@gmail.com.

1
Exploring Digitization of Health & Medical Data & Records II 29:41

5y ago29:41

29:41

This episode is part two of a two-part series exploring the digitization of health and medical data and records. Jen, Ross, and Justin continue discussing the digitization of health, the use of artificial intelligence and augmented reality in the practice of medicine, and potential considerations for health care powers of attorney as technology adv…

1
Exploring Digitization of Health & Medical Data and Records 23:54

5y ago23:54

23:54

This episode is part one of a two-part series exploring the digitization of health and medical data and records. Jen, Ross, and Justin sit down with Dr. Atul Gupta, Chief Medical Officer and Interventional Radiologist, at Philips IGT. Philips is the global leader in image guided therapy and a leading health technology company. For comments, questio…

1
Legislation Discussion with PA State Senator Tom Killion 29:01

5y ago29:01

29:01

In the first episode of Season 2, Jen, Ross, and Justin welcome Pennsylvania State Senator Tom Killion and Fred Cabell to discuss Pennsylvania’s version of the Revised Uniform Fiduciary Access to Digital Assets Act. For comments, questions, or suggestions, e-mail us at digitalplanningpodcast@gmail.com.…

1
Digital Asset Planning With Author Sharon Hartung Part Two 20:08

5y ago20:08

20:08

This is part two of a two-part series where we continue our conversation with Sharon Hartung, retired aerospace engineering officer from the Royal Canadian Air Force, former technology executive at IBM, and author of Your Digital Undertaker Exploring Death in the Digital Age in Canada to further discuss what estate lawyers need to know about advanc…

1
Exploring Digital Asset Planning With Author Sharon Hartung 34:23

5y ago34:23

34:23

This is part one of a two-part series exploring digital asset planning and estate administration with our guest, Sharon Hartung. Sharon is a retired aerospace engineering officer from the Royal Canadian Air Force, former technology executive at IBM, and author of Your Digital Undertaker - Exploring Death in the Digital Age in Canada.…

1
Digital Assets in Divorce, Prenuptial/Postnuptial Agreements, 27:09

5y ago27:09

27:09

Digital assets are prevalent in all aspects of family planning. From sharing between and among family members to addressing digital assets in divorce and prenuptial and post nuptial agreements, and ownership of digital assets by minors. Check out this week’s episode as Jen, Ross, and Justin discuss this new twist on digital asset planning.…

1
Estate Planning Strategies for Digital Assets 21:19

5y ago21:19

21:19

Please join us as our hosts explore estate planning strategies for digital assets, including establishing digital assets trusts and business entities to hold digital assets. For comments, questions, or suggestions, e-mail us at digitalplanningpodcast@gmail.com.

1
Creating Digital Asset Inventories 24:08

5+ y ago24:08

24:08

In this episode our hosts explore digital and non-digital methods of creating inventories for digital assets, passwords, and other sensitive information, as well as the advantages, pitfalls, and future potential of each method.

1
Exploring Blockchain Technology (Part Three) 33:35

5+ y ago33:35

33:35

This episode is the final part of our three-part series exploring blockchain technology. Jen, Ross and Justin continue discussing use-cases and advancements in this space with Bill Evans - founder and CEO of Liberty Fox Technologies, a technology consulting firm in the Philadelphia area. For comments, questions, or suggestions, e-mail us at digital…

1
Exploring Blockchain Technology (Part Two) 23:05

5+ y ago23:05

23:05

This episode is part two of our three-part series exploring blockchain technology. Jen, Ross and Justin sit down with Bill Evans - Founder and CEO, of Liberty Fox Technologies, a technology consulting firm in the Philadelphia area - to discuss the fast-growing developments in this space. For comments, questions, or suggestions, e-mail us at digital…

1
Exploring Blockchain Technology 24:52

5+ y ago24:52

24:52

This episode is part one of our three-part series exploring blockchain technology. Jen, Ross and Justin discuss the basic concept of a public blockchain network and the pros and cons associated with this technology, and also touch on what lawyers need to be aware of in this space.

1
Public Policy and Storage Considerations Surrounding E-Wills 21:30

5+ y ago21:30

21:30

This episode is the final part of our three-part series exploring e-wills. Jen, Ross and Justin take a deeper dive into e-wills and discuss some of the public policy and storage considerations surrounding the various types e-wills.

1
Exploring the Validity of E-Wills 28:04

5+ y ago28:04

28:04

The Digital Planning Podcast is designed to educate individuals about all things digital in connection with estate planning, business planning, and estate administration. Your hosts, Jennifer Zegel, Ross Bruch, and Justin Brown, will guide you through the digital world and aim to keep you informed of developments and updates in this ever-changing s…

1
E-Wills – The Future of Testamentary Dispositions? 21:37

5+ y ago21:37

21:37

This episode is part one of our three part series on e-wills. Jen, Ross, and Justin will take a look at the different types of e-wills and the pros and cons of using e-wills. For comments, questions, or suggestions, e-mail us at digitalplanningpodcast@gmail.com.

1
Introduction to Estate Administration with Digital Assets 13:47

5+ y ago13:47

13:47

How do executor’s access digital assets and what are they entitled to receive from custodians of digital assets? Listen to Justin discuss some of the roadblocks executors face in accessing digital assets under RUFADAA.

1
Introduction to Estate Planning with Digital Assets 16:12

5+ y ago16:12

16:12

Why is planning for digital assets so important? How can we begin to plan for our digital assets? Listen to Ross introduce us to estate planning with digital assets.

1
What are Digital Assets? 11:59

5+ y ago11:59

11:59

In our first episode, Jen sets the scene by discussing the prevalence of digital assets and their general classifications. From blockchain to cryptocurrency to e-mail accounts and pictures, digital assets are everywhere and must be addressed.

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